NF WEALTH MANAGEMENT, INC
CRD #173951 SEC #801-80763 SAN JOSE, CA 408-343-0691
SEC Registered
Total AUM
$154.6M
Discretionary
$154.6M
Employees
4
Clients
0
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $154.6M | $154.6M | $0 | 4 | 400 |
| Feb 2017 | $154.6M | $154.6M | $0 | 4 | 400 |
| Mar 2016 | $138.1M | $138.1M | $0 | 4 | 358 |
| Apr 2015 | $139.2M | $139.2M | $0 | 2 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
DateApr 2017
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees4
Clients400
DateFeb 2017
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees4
Clients358
DateApr 2015
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0